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I set up 17hats CRMs for creative entrepreneurs, with specialized expertise in balloon businesses, event pros and service-based industries

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17hats Setup & Workflow Automation, Specializing in Balloon Businesses

You didn't start your balloon or creative business to be buried in spreadsheets, missed messages, and manual follow-ups. You started it because you love what you do.

But as your business grows, the behind-the-scenes work piles up and before you know it you're juggling:

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  • Lead inquiries coming through Instagram DMs, texts, emails and phone calls

  • Manually sending quotes, contracts and invoices... all in different systems

  • Tracking which clients paid, who hasn't yet booked and who should get a reminder about their upcoming service

 

Sound familiar?

 

That's where I come in. I'm a 17hats specialist and workflow automation expert. I help balloon businesses and creative entrepreneurs set up systems that work for them, not against them.

 

My specialty? Taking your process and turning it into a streamlined workflow using 17hats CRM. No more copying & pasting. No more "did I send that?" panic.

 

You get a system that runs in the background so you can focus on your craft.

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why work with me

Hi! I'm Nicole, and I'm rooting for your business.

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I set up 17hats CRMs for creative service businesses... from photographers to event planners to bands and balloon decorators.

 

I have deep expertise in balloon businesses and event-based industries, so I understand the unique workflows, busy seasons and client journeys that come with your work.

 

Think of me as your systems translator:  I take the tech overwhelm and turn it into a customized workflow that actually makes sense for how you work.

What makes me different?

  • I'm a 17hats expert: with years of experience setting up workflows for event-based businesses

  • I understand the events industry: I know what you need to know from your clients and the chaos of managing deliveries, setups and inventory

  • I value sustainability over hustle: My systems are designed to save you time and energy, not add more to your plate

  • I customize everything: Your business isn't cookie-cutter, so your CRM shouldn't be either

 

I dig systems, strategy and spreadsheets... but I recognize that not everyone does. That's why I do the heavy lifting for you!

 

Whether you need:

  • A full 17hats setup from scratch (#stopthescatter service)

  • Help troubleshooting your current system (Tech Check calls)

  • Custom workflows, email automation or client experience strategy

 

I'm here to help you build a system that supports your business and your brain, so you can serve more clients without burning out.

stop the

SCATTER

Services

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Signature 17hats Setup Service

Tired of the scatter between DMs, emails and phone calls? Let me set up your 17hats CRM to streamline and automate your process, from lead capture to review request. This is my signature service: a complete 17hats setup customized for your business and the way you work. What's included: ✅ 1-hour clarifying call to understand your process ✅ Complete 17hats account setup (products, services, fees) ✅ Brand customization (colors, logos, fonts) ✅ Color-coded calendars for easy scheduling ✅ Lead capture form & customized document templates ✅ Automated workflows ✅ Online scheduling ✅ Pipelines to track every lead ✅ Automated reminders & confirmations (no more manual follow-ups!) ✅ Walkthrough meetings & ongoing email support ✅ And more... Perfect for: Balloon businesses, event planners, photographers, florists, and creative service providers who are ready to stop scrambling and start scaling.

Tech Check Zoom Calls

1-on-1 Troubleshooting & Optimization... Already using 17hats but feeling stuck? Not sure if you're using it efficiently? Need help with a specific workflow, automation or integration? Book a Tech Check call, a 1-hour Zoom session where you can screen-share with me and we'll troubleshoot, optimize and problem-solve together. Great for: - Cleaning up a messy 17hats account - Setting up automation with Zapier - Troubleshooting workflows that aren't working - Learning how to use a specific 17hats feature - Getting a second set of eyes on your setup Choose your package: - Single session - 1 hour for a quick fix - 3-pack - Perfect for ongoing optimization - 6-pack - Best value & more comprehensive support

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Custom Services & Client Experience Strategy

Need something specific? I offer custom services beyond 17hats setup, including: Email Marketing: - Flodesk & Mailchimp newsletter setup 17hats Optimization: - Workflow cleanup & optimization - Data organization & reporting - Advanced automation setup Client Experience: - Google Business Profile optimization - Website customer experience audits - Customer recognition & review systems Not sure what you need? Let's chat! Request a custom quote and we'll figure out the best solution for your business.

Free Resources & 17hats Training

Not ready for a full setup service? Start with these free and low-cost resources to learn 17hats at your own pace.

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Self-paced 17hats training for balloon businesses and creative entrepreneurs. Listen and watch past workshops about workflows, income categories, and more.

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Checklists & guides on 17hats features, Google review automation and more. Perfect for DIYers who want to learn the system themselves.

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Customer experience email templates & importable 17hats workflow templates to get certain functions up and running quickly.

What creative business owners are saying

... about how I helped them go from scattered to streamlined:

Sara, Wisconsin Balloon Decor

“Nicole's workflow and calendar setup is so good! She immediately understood where I could streamline my sales process & improve my customer experience. She did in a week what I couldn't do in five years.”

SOME OTHER CLIENTS...

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Ready to stop the scatter?

#stopthescatter

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